Google became the fourth company in history to join the $4 Trillion Club.I think many of these companies are actually undervalued right now compared to their future financial performance. https://t.co/LX81OWiQRE ...

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are front and center this hour. Surging Alphabet, the stock nearing 4 trillion in market cap. It is a stunning turn of events over the past six months. We'll discuss and debate the whole AI trade with the investment committee. As always, joining me for the hour today, Joe Teranova, Stephanie Lake, Brian Bellski, and Josh Brown. We will check the markets. It is a Dow and small cap kind of day. NASDAQ is basically flat, but I'm telling you, the biggest story continues to be this move in Alphabet, which is why ...

Core Insights - Meta is reportedly in discussions to spend billions on Google's tensor processing units (TPUs) for its data centers by 2027, which could significantly impact Nvidia's revenue [1][3] - The potential deal could result in Google capturing up to 10% of Nvidia's annual revenue, translating to billions for Google [3] - Nvidia's shares fell approximately 4% following the news of Meta's negotiations with Google [1][11] Company Developments - Meta is exploring the use of Google's TPUs not only for existing AI models but also for training new models, indicating a shift in its AI strategy [13][14] - Google has been actively marketing its TPUs as a cost-effective alternative to Nvidia's GPUs, aiming to attract major clients like Meta [8] - Google Cloud is experiencing increased demand for both its TPUs and Nvidia GPUs, showcasing a competitive landscape in the AI chip market [4] Competitive Landscape - Nvidia remains a dominant player in the AI sector with a market cap of $4.2 trillion, making it the most valuable company globally [9][13] - Analysts suggest that mastering inference chips is crucial for any competitor to challenge Nvidia's dominance in the AI space [14] - Google is making strides in its AI capabilities, recently releasing its large language model, Gemini 3, which has received positive feedback [10]

本周二早盘，英伟达股价一度重挫逾7%，市值蒸发近3500亿美元，此后跌幅收窄到5%以内，仍将收创两个多月新低，而谷 歌母公司Alphabet股价则进一步走高，早盘曾涨超3%，尽管此后回吐多数涨幅，仍有望连续第三个交易日刷新历史新高。 市场的剧烈反应背后，投资者正在捕捉人工智能竞争格局的微妙变化——谷歌开始占据上风，这个曾被认为在AI竞赛中落 后的科技巨头，正在显现王者归来的迹象。 表面上看，这场震荡源于周一盘后The Information的一则报道：Meta正考虑2027年在其数据中心使用谷歌的张量处理单元 （TPU）、而非英伟达芯片。但更深层的原因是，谷歌最新发布的Gemini 3模型赢得了即时赞誉，被认为在推理和编码能力 上超越了OpenAI的ChatGPT，而这一模型正是使用TPU而非英伟达芯片训练的。 这一消息对市场格局的影响立竿见影。英伟达的重挫波及整个科技板块，其关键合作伙伴超微电脑（SMCI）周二早盘曾跌 超6%，其持股的数据中心运营商CoreWeave早盘一度跌10%，连英伟达的主要竞争对手AMD盘中也曾跌近9.7%。与此同 时，帮助谷歌设计TPU的博通股价周一暴涨11%，周二转跌前盘初曾涨 ...

It's time now for the big three. We've got three stocks, three charts. Rick Ducat, of course, joining us to take us through the charts and here to take us through the picks for today, Jessica Insk.Thank you so much both of you for being here. Jessica, I we've got a big tech pick today. Just tech across the board.I'm watching the tech draw down on the NASDAQ lower on the day. We're seeing a bit of a sell-off here. You know, your first pick is one I was just talking about with our previous guest, Alphabet.you ...

Group 1 - Nvidia and Alphabet are currently the only two stocks outperforming the S&P 500 among the "Magnificent Seven" technology stocks in 2025 [1] - Tesla ranks last in a ranking of the "Magnificent Seven" stocks for 2026, followed by Apple, indicating they are not recommended for purchase at this time [2] - Amazon is positioned as a decent but not high-conviction buy for 2026, marking a turning point in its evaluation [2] Group 2 - Amazon's cloud computing segment, Amazon Web Services (AWS), showed impressive results in its latest earnings report, alleviating concerns over its slower growth compared to competitors like Microsoft Azure and Google Cloud [4] - AWS is crucial for Amazon's cash flow and profitability, compensating for weaker performance in other segments, but this dependence limits Amazon's overall ranking among the "Magnificent Seven" [5] - In contrast, Microsoft has a diversified business model that includes a profitable software segment and a growing gaming portfolio, allowing it to sustain growth even if cloud computing slows [6] Group 3 - Alphabet's Google Search remains a strong performer, with growth supported by the integration of AI through its Gemini assistant, alongside other segments like YouTube and Google Cloud, contributing to its balanced growth profile [7] - Amazon's lack of balance compared to other "Magnificent Seven" companies is noted, although AWS's value should not be underestimated [8] - Amazon's shareholder dilution is a concern, as stock-based compensation exceeds stock buybacks [8]

Market Reactions - The Dow Jones Industrial Average increased by 421 points, indicating market sensitivity to developments in the AI supply chain [1] - The Nasdaq experienced a slight decline of 0.1% after a strong performance earlier in the week, reflecting ongoing valuation concerns and the influence of major tech stocks [1][8] - Nvidia's stock fell over 6%, leading to a potential loss of nearly $180 billion in market value due to Meta's consideration of using Google's TPU chips for AI projects [2][10] Company Developments - Meta is exploring the adoption of Google's AI chips starting in 2027, which could impact Nvidia's revenue heavily reliant on large orders from AI projects [2][11] - Alphabet's stock rose nearly 4%, moving closer to a $4 trillion valuation, as the market viewed Meta's potential shift as a validation of Google's AI hardware strategy [3][13] - Broadcom also saw gains, benefiting from positive sentiment around AI infrastructure spending as companies seek alternatives to reduce costs and improve efficiency [3][13] Industry Trends - Experts suggest that falling compute costs will enhance demand for AI technologies, making it easier for non-tech companies to adopt automation and AI tools, potentially boosting productivity across various sectors [4][17] - The diversification of chip suppliers may lead to a reshuffling of leadership within the AI ecosystem, raising questions about Nvidia's long-term dominance in the market [7][18] - Analysts predict that lower compute costs could create significant economic ripple effects, especially for non-tech companies looking to integrate AI without substantial upfront investments [17][18] Market Sentiment - Major U.S. indexes are on track for a losing month, with the S&P 500 down over 1%, the Nasdaq down more than 3%, and the Dow slipping over 1% [8][19] - The market's performance is influenced by concerns over tech valuations and the potential for a year-end slowdown, particularly as gains have been concentrated in a few AI giants [8][20] - Expectations for a Federal Reserve rate cut in December have surged, with traders now seeing over an 80% chance of a quarter-point cut, which could impact market dynamics [9][23][24]

I have been buying select stocks recently when I see a strategic opportunity or a pull back that appears to be overdone, which is why I started buying Amazon again. But, overall I have been bearish on the market and I expected aLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: @Hawkin ...

Core Insights - Google faces significant competition from OpenAI's ChatGPT, which poses a real threat to its search engine dominance despite Google's pioneering role in AI technology [1][6] - The company is leveraging its extensive resources, including data, profits, and computing infrastructure, to enhance its AI capabilities and maintain its competitive edge [1][7] Company Performance - Alphabet Inc.'s shares increased by as much as 3.22%, positioning the company to reach a $4 trillion market capitalization for the first time [3] - The company's market capitalization has surged nearly $1 trillion since mid-October, bolstered by investments from notable figures like Warren Buffett [4] AI Development and Strategy - Google has introduced new AI software and partnerships, including a collaboration with Anthropic PBC, to reassure investors about its competitive stance against OpenAI [5] - The launch of Gemini 3 has received positive feedback for its advanced reasoning and coding capabilities, addressing previous shortcomings in AI chatbots [5][14] Cloud Business Growth - Google's cloud business reported third-quarter revenue of $15.2 billion, reflecting a 34% increase year-over-year, although it still trails behind Microsoft and Amazon Web Services [16] - The demand for Google's specialized AI chips is rising, with Meta Platforms Inc. reportedly in discussions to utilize these chips in its data centers by 2027 [4][9] Competitive Landscape - Analysts view Google's advancements in AI and chip production as a significant competitive advantage, especially as other tech companies seek to reduce reliance on Nvidia [8][11] - Despite Google's progress, its AI adoption in enterprises is still perceived to lag behind competitors like Microsoft and Anthropic [16][17] Market Sentiment - The market reaction to Google's AI developments has been positive, with analysts suggesting that the company is re-establishing itself in the AI race [19] - Concerns regarding regulatory challenges have diminished, as Google has navigated potential anti-monopoly issues effectively [6]